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EPIMS

Evelyn Partners Investment Management Services Portfolio holdings

AUM $850M
1-Year Est. Return 36.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+36.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$745M
AUM Growth
+$78.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
274
New
Increased
Reduced
Closed

Top Buys

1
+$4.24M
2
+$3.94M
3
+$3.91M
4
CB icon
Chubb
CB
+$2.57M
5
NDAQ icon
Nasdaq
NDAQ
+$1.94M

Top Sells

1
+$3.6M
2
+$3.03M
3
+$1.14M
4
AAPL icon
Apple
AAPL
+$1.05M
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$816K

Sector Composition

1 Technology 24.12%
2 Financials 18.24%
3 Healthcare 12.5%
4 Consumer Discretionary 12.17%
5 Communication Services 11.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$4.35K ﹤0.01%
195
252
$4.29K ﹤0.01%
81
253
$3.81K ﹤0.01%
72
254
$3.41K ﹤0.01%
201
255
$2.99K ﹤0.01%
184
256
$2.25K ﹤0.01%
7
257
$1.44K ﹤0.01%
98
258
$1.4K ﹤0.01%
46
259
$1.25K ﹤0.01%
251
260
$1.22K ﹤0.01%
252
261
$536 ﹤0.01%
38
-32
262
$419 ﹤0.01%
2
263
$198 ﹤0.01%
16
264
$34 ﹤0.01%
4
265
$8 ﹤0.01%
1
266
$3 ﹤0.01%
1
267
– –
-292
268
– –
-285
269
– –
-97
270
– –
-350
271
– –
-1,000
272
– –
-215
273
– –
-27
274
– –
-130
7 8 9 10
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